Civic Intelligence

Wms Ptso Inc.

990EZ • Fiscal year 2021 • EIN 46-2653736

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

Organization ProfileN/A
5903 Deal RoadMatthews, NC 28104-7973

(704) 576-5501

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Net Margin

16th percentile

-113%

Higher net margin than 16% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-37%

Faster asset growth than 11% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-68%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$54,434

Down $31,861 (-37%) from 2020

Net Assets

Down

$54,434

Down $31,861 (-37%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin16th percentile

Revenue

Down

$28,184

Down $60,184 (-68%) from 2020

Expenses

Up

$60,044

Up $21,918 (+57%) from 2020

Net Income

Down

-$31,860

Down $82,102 (-163%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2013: $4,524Liabilities 2013: $02013Assets 2014: $9,723Liabilities 2014: $0Net Assets 2014: $9,7232014Assets 2015: $15,152Liabilities 2015: $0Net Assets 2015: $15,1522015Assets 2016: $30,161Liabilities 2016: $0Net Assets 2016: $30,1612016Assets 2017: $31,773Liabilities 2017: $0Net Assets 2017: $31,7732017Assets 2018: $32,587Liabilities 2018: $0Net Assets 2018: $32,5872018Assets 2019: $36,053Liabilities 2019: $0Net Assets 2019: $36,0532019Assets 2020: $86,295Liabilities 2020: $0Net Assets 2020: $86,2952020Assets 2021: $54,434Liabilities 2021: $0Net Assets 2021: $54,4342021Assets 2022: $122,961Liabilities 2022: $0Net Assets 2022: $122,9612022Assets 2023: $165,341Liabilities 2023: $0Net Assets 2023: $165,3412023Assets 2024: $220,507Liabilities 2024: $0Net Assets 2024: $220,5072024Assets 2025: $223,149Liabilities 2025: $0Net Assets 2025: $223,1492025

Highlighted filing

2021

Assets$54,434
Liabilities$0
Net Assets$54,434
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $87,949Expenses 2014: $78,226Net Income 2014: $9,7232014Revenue 2015: $74,660Expenses 2015: $73,755Net Income 2015: $9052015Revenue 2016: $76,726Expenses 2016: $61,717Net Income 2016: $15,0092016Revenue 2017: $93,034Expenses 2017: $91,422Net Income 2017: $1,6122017Revenue 2018: $105,667Expenses 2018: $104,853Net Income 2018: $8142018Revenue 2019: $129,305Expenses 2019: $125,839Net Income 2019: $3,4662019Revenue 2020: $88,368Expenses 2020: $38,126Net Income 2020: $50,2422020Revenue 2021: $28,184Expenses 2021: $60,044Net Income 2021: -$31,8602021Revenue 2022: $111,707Expenses 2022: $44,315Net Income 2022: $67,3922022Revenue 2023: $120,355Expenses 2023: $77,975Net Income 2023: $42,3802023Revenue 2024: $113,260Expenses 2024: $58,094Net Income 2024: $55,1662024Revenue 2025: $26,659Expenses 2025: $24,017Net Income 2025: $2,6422025

Highlighted filing

2021

Revenue$28,184
Expenses$60,044
Net Income-$31,860
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.0
Gross Receipts
$44,577
Mission and Program Overview

Mission

Supplement student/teacher technology needs/staff development

Program Services

DescriptionGrantsExpenses
STAFF APPRECIATION/GUIDANCE PROGRAMS-$55,786
TECHNOLOGY-$611
SOCIAL ARTS/STUDENT PROGRAMS-$542
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI MUCCIPresident-$0--
STEPHANIE BUSENBARKVice Preside-$0--
KRISTEN REYNOLDSSecretary-$0--
CINDY THOMPSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wms Ptso Inc
EIN
46-2653736
Phone
7045765501
Address
5903 DEAL ROAD, MATTHEWS, NC 28104-7973

Signing Officer

Name
Cindy Thompson
Title
Treasurer
Phone
7045765501
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 11 total 11”

Form 990-ez, Part I, Line 16

“Expenses office 984 information technology 611 social arts expenses 120 staff appreciation 15,089 wildcat den 40,460 miscellaneous 51 membership dues 624 student service projects 422 staff development 237 total 58,598”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0LORI MUCCI
CompensationExplanation/CompensationExplanationGrp/PersonNm1STEPHANIE BUSENBARK
CompensationExplanation/CompensationExplanationGrp/PersonNm2KRISTEN REYNOLDS
CompensationExplanation/CompensationExplanationGrp/PersonNm3CINDY THOMPSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CINDY THOMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07045765501
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05903 DEAL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTHEWS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086294
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054434
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015076
IRS990EZ/CostOfGoodsSoldAmt016393
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31860
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086294
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054434
IRS990EZ/FundraisingGrossIncomeAmt090
IRS990EZ/GrossProfitLossSlsOfInvntryAmt013007
IRS990EZ/GrossReceiptsAmt044577
IRS990EZ/GrossSalesOfInventoryAmt029400
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086294
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054434
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086294
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054434
IRS990EZ/OccupancyRentUtltsAndMaintAmt0113
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI MUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE BUSENBARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058598
IRS990EZ/OtherRevenueTotalAmt011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT STUDENT/TEACHER TECHNOLOGY NEEDS/STAFF DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt0833
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION/GUIDANCE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL ARTS/STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0611
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt155786
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2542
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt090
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060044
IRS990EZ/TotalProgramServiceExpensesAmt056939
IRS990EZ/TotalRevenueAmt028184
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0149386
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0129732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0196352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0124717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt081002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0561304
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0710690
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0170626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0225023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0156418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114046
IRS990ScheduleA/Total509Grp/TotalAmt0710690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0170626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0225023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114046
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0710690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 11 TOTAL 11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 984 INFORMATION TECHNOLOGY 611 SOCIAL ARTS EXPENSES 120 STAFF APPRECIATION 15,089 WILDCAT DEN 40,460 MISCELLANEOUS 51 MEMBERSHIP DUES 624 STUDENT SERVICE PROJECTS 422 STAFF DEVELOPMENT 237 TOTAL 58,598
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045765501
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WMS PTSO INC
ReturnHeader/Filer/BusinessNameControlTxt0WMSP
ReturnHeader/Filer/EIN0462653736
ReturnHeader/Filer/PhoneNum07045765501
ReturnHeader/Filer/USAddress/AddressLine1Txt05903 DEAL ROAD
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281047973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02022-05-12T11:14:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CINDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMPSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,434
Liabilities
$0
Net assets
$54,434
Revenue
$28,184
Expenses
$60,044
Net income
-$31,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.27$0.24$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.13$0.58$0.55
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.20$0.78$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.12$0.44$0.67
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.28$0.60$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.88$0.38$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.29$1.26$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.06$1.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.93$0.91$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.77$0.62$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.75$0.74$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.88$0.78$0.10
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.00$0.00